Alphan

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Alphan

Alphan

@AKirayoglu

https://t.co/tj4VEz4Mqg

New York Katılım Kasım 2011
1.3K Takip Edilen285 Takipçiler
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NASA
NASA@NASA·
Welcome home Reid, Victor, Christina, and Jeremy! 🫶 The Artemis II astronauts have splashed down at 8:07pm ET (0007 UTC April 11), bringing their historic 10-day mission around the Moon to an end.
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Aaron Ring
Aaron Ring@aaronmring·
Every oncologist and cancer researcher should watch this interview with @BenSasse: nytimes.com/2026/04/09/opi… Daraxonrasib, a “super poison for cancer,” shrank his metastatic pancreatic tumors by 76%, even though he says his skin feels and looks “nuclear.” When I learned of his diagnosis, I wanted him to get this drug (oral RAS ON inhibitor), which is poised to become first-line therapy in pancreatic cancer. I hope his experience on a clinical trial encourages more patients to enroll in studies, and pushes clinicians and researchers to keep advancing new therapies.
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Football Tweet ⚽
Football Tweet ⚽@Footballtweet·
📆 𝗧𝗛𝗥𝗢𝗪𝗕𝗔𝗖𝗞: When Napoli had Khvicha Kvaratskhelia and Victor Osimhen and ruled Serie A.
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Alphan
Alphan@AKirayoglu·
@MottandBow's billionaire commercial convinced me not to buy any of their products. 🤦🤦🤦
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Guitar Gods Unleashed
Guitar Gods Unleashed@UnleashedG23066·
"Ramble On" is 56 years old and Robert Plant just walked onto The Late Show and made it sound like he wrote it this morning.
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Alphan
Alphan@AKirayoglu·
@GeorgianFooty He may be the most impactful player, period. He carved Liverpool like a butter knife.
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Georgian Footy
Georgian Footy@GeorgianFooty·
3 consecutive UCL MOTM awards for Kvara. Best left winger in the world.
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JH
JH@CRUDEOIL231·
You’ve likely seen Goldman’s calculations plenty of times, so here is the view from UBS. It doesn’t seem to be significantly different. In a world where noise and news headlines pour in every single day, it’s hard to stay sane—but even today, the global oil market continues to operate with a supply disruption of approximately 12mb/d. Just thought I’d mention it. #oott #iran
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Patrick OShaughnessy
Patrick OShaughnessy@patrick_oshag·
Alan has a one-page personal organization system he calls the brain, which he has used for 25 years and has been one of the most resonant things I have seen for how to think about managing time, priorities, and creative thinking in one place: As an investor, the scarcest thing you have is time. And one of the most important skill sets is your dynamic prioritization of that time on the highest impact things. So we always talk about return on time. All my important priorities—people, businesses, investment themes—it changes over time based on what's needed from me. But I try to get my brain on paper and it allows me to dynamically prioritize where the highest return on my time is. That's number one. The second thing it allows me to do is that I never have loose ends. I follow up on everything. I'm constantly looking at it, updating it, and I do it all by hand. There's never a time I actually go through that process where I don't connect two or three dots or think of a new idea. That's my left brain, and then I have my right brain sheet, which is the second page, which is all my creative ideas. And sometimes there are ideas that I had like from 10 years ago, from 15 years ago that surface today and become relevant today. We have everyone in our firm do our personal business plan. From that personal business plan, I get a lot of clarity on what are my top five priorities of how I can drive the most impact to our firm, our investors. So I'll have my five strategic priorities. I also have my health there. It’s also the personal side so I keep balance. It is an intention system, but it's also a return on time system and an ability to dynamically prioritize.”
Patrick OShaughnessy@patrick_oshag

Private credit is one of the most discussed topics in markets right now, and there is a lot to make sense of. The current discourse is almost entirely focused on symptoms. Alan Waxman has spent the time diagnosing the root cause. Alan runs Sixth Street, a $130 billion private capital firm, and thinks about the financial system the way a historian would, studying the incentives, guardrails, and market structure that determine how things play out. In our conversation, he traces the evolution of American finance from the 1929 crash through Glass-Steagall, the GFC, and Basel III to explain how we arrived at what he calls the factory model, the industrialization of capital raising and deployment that he believes is the root cause of everything happening in private markets today. He also shares his one-sheet personal organization system that he has used for 25 years, his framework for the decades of a career, and what the concept of facing the tiger means for his firm in this environment. This is my second conversation with Alan (our first one is one of my favorites) and I encourage you to watch the episode because of how visceral his intensity and focus are. Enjoy! Timestamps: 0:00 Intro 13:48 The Rise of Private Capital 16:29 The Factory Model 22:19 The Wealth Channel 30:53 Asset-Liability Mismatches 44:17 AI & Creative Destruction 47:30 Personal Organization System 54:02 Career Eras & Success 59:19 Face the Tiger

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Alphan
Alphan@AKirayoglu·
Ceasefire is going great. Oil is being produced and shipped to be delivered to justify the price drop in futures 🤡🤡🤡
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Matt Sotebeer
Matt Sotebeer@MattSotebeer·
This is what kills most AI rollouts before they start. You hand someone a tool and say “tell it what you do.” They can’t. Not because they’re bad at their jobs — because they run on instinct they’ve never had to explain. They can describe where it hurts. They can’t design the flowchart. Those are two different skills. Most companies haven’t figured out who bridges that gap.
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Piotr
Piotr@TarnowskimOkiem·
Nie lubię reklam, ale muszę wam powiedzieć, że ta jest wyjątkowa. Nie spodziewałem się, że może powstać coś tak uroczego. 19.05.2026. #Metallica Chorzów. Stadion Śląski. Zresztą zobaczcie sami.
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Casey Neistat
Casey Neistat@Casey·
been waiting my entire adult life for this - @modretro
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Alphan
Alphan@AKirayoglu·
@panagis21 Going on dates with my daughter is one of my favorite activities. They grow up so fast, and every era is unique and special.
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Panagis Galiatsatos, MD, MHS
My 8 yo asked to go out on a date with me tonight 🥹 Me: Where do you want to go? 8 yo: Well, I’m not hungry, but I have a pretty dress and I want to wear it 😊 Me: You got it! Should I dress fancy too? 8 yo: Do you have a dress that twirls? Then no. Me: 🤦‍♂️ Girl Dad moments.
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Polymarket
Polymarket@Polymarket·
BREAKING: Egg prices crash 97% from March 2025 all-time high, now at a 10-year low.
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Gummi
Gummi@gummibear737·
If you've never negotiated to buy a Persian rug in the Middle East, you probably don't understand what's going on right now😂
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Mel
Mel@Villgecrazylady·
“If Iran wants to let this negotiation fall apart over Lebanon… that's ultimately their choice. We think that would be dumb, but it's their choice.” The Trump admin would rather let Iran close the Strait of Hormuz again than simply tell Israel to stop bombing civilians.
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Acyn
Acyn@Acyn·
Reporter: When the U.S. Invaded Iraq in 2003, George W Bush said in a message to the Iraqi people that the military campaign was directed against the lawless men who rule your country and not against you. Yesterday, the president threatened to destroy Iran's civilization, the entire civilization, not the Iranian government, but the Iranian civilization. The U.S. Has been a moral leader for most of its history by fighting wars against other governments, not against civilizations. How can the president claim that America can ever have the moral high ground if he's threatening to destroy civilizations? Leavitt: The president absolutely has the moral high ground… for you to suggest otherwise is insulting.
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